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Getting Clients, Keeping Clients: The Essential Guide for Tomorrow's Financial Adviser by Dan Richards, Marketplace Books
Getting Clients, Keeping Clients: The Essential Guide for Tomorrow's Financial Adviser

Dan Richards, Marketplace Books

Getting Clients, Keeping Clients: The Essential Guide for Tomorrow's Financial Adviser

Dan Richards, Marketplace Books

missing page info Add in missing page information first pub 2000 (view editions)

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Description

Achieving success as a financial adviser is no longer just a matter of aggressive salesmanship backed, hopefully, by a good track record. Today's clients are highly knowledgeable about their investment options, and they aren't shy about letting y...

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